EMN can only supp;y half of the needs in Europe (based on older figures). I am sure there will be a tight market globally at some stage forcing up prices and giving us expansion opportunities. EMN expect to produce 25,000tpa for 20 yrs. We can provide more and much further into the future than that. The Germans would be negligent to cut us out of the market in the shorter to middle term because they will eventually be screwed if they are in a corner for supply. The spot price could be phenomenal - just look at South Australian electricity prices as an example.
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